Clarity and Confidence for Life®
Welcome to Fleishel Financial Associates
We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.
Clarity and Confidence
Our proprietary Clarity and Confidence™ process allows our clients the time to focus on what really matters most in life by allowing them to worry less about the future and focus more on what brings them the most joy, such as: your family, your health, spirituality, career or hobbies.
Your Goals and Needs
Our process starts with carefully understanding your family’s needs, your dangers and opportunities, key areas of progress, current financial reality and whether your portfolio is properly aligned. Then, when can help you set specific financial goals and create a coordinated strategy to get you there.
Who We Serve
Families, Medical Professionals, Executives and Business Owners.
At Fleishel Financial, our unique approach, combined with our proprietary financial planning services allows us to create a personalized approach towards helping you reach your goals.
Successful People and Families
Medical Professionals
Corporate Executives
Business Owners
Our Blog
We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.
How To Succeed In A Family Business
Family businesses exist all over the world in different shapes and sizes. They’re the small and medium-sized businesses that keep main streets buzzing. Some are even large global leaders that grew from humble beginnings. About two-thirds of all businesses in the...
Divorce And Finances: The Biggest Challenges Facing Women
The divorce rate in the United States is one of the highest in the world. Even though it is somewhat common, the process is not an easy one. In addition to dealing with the emotional trauma of ending the relationship, worrying about the judgment of friends and family,...
Market Volatility Update
Click the play button to watch the video. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be...
Aging Parents, Dementia, And Decision Making
If you have aging parents, it’s not always easy to determine whether memory and cognitive problems are the results of aging or something more serious, like dementia. One day, your dad might be fine and the next day, you find the TV remote in the freezer. Is something...
The SECURE Act And Inherited Retirement Accounts
The Setting Up Every Community for Retirement Act or SECURE Act was signed into law on December 20, 2019, attached to a year-end appropriations bill that was passed by President Trump in only a matter of days. Many experts consider the SECURE Act the most compelling...
Knowledge Does Not Always Equal Success
Most people assume that performing well in school and getting ahead academically is a good indicator of entrepreneurial success but this is not always the case. Revolutionaries like J.K Rowling and Steve Jobs weren’t top of their class and both went on to change the...
Unique Challenges Of Women And Money
It’s no surprise that women face different challenges than men, no matter what industry you’re in. The best way to overcome these challenges is not to shrug our shoulders and give up or devote all our time fighting to change the system. The best response is to...
Fleishel Financial Associates Supports Blue Lake Elementary’s School Garden Program This Year
Pictured Left To Right: Keyla Hernandez, Meredith Kelly, Nancy Collins, Jaime Grover, Tisa Houck, Carla Colburn, Jerry Tucker, Julie Warner, Dr. Stinette Benton, Tom Fleishel. DeLand, FL. - Thomas B. Fleishel, Financial Advisor with RJFS and President of Fleishel...
The Big Questions You Should Be Asking Your Financial Planner
If you think about your family as a business, your financial planner essentially takes on the role of a financial coach. This isn’t a role you should fill with just anyone. You must get to know several candidates so you can be sure you pick the right person for the...
The 7 Most Common Retirement Savings Mistakes
Saving for retirement isn’t easy. Luckily, it is possible to bounce back from mistakes and get yourself on the right track. Here are some of the most common mistakes that people make along the way and some strategies to correct them. 1. Failing to plan.The main...
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